GWM
DBV

Gupta Wealth Management’s Invesco DB G10 Currency Harvest Fund DBV Stock Holding History

Gupta Wealth Management’s Portfolio DBV Stock Details DBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$9K – 1400
2015
Q3 		$9K Buy
+400
New +$9.13K ﹤0.01% 942

Other funds holding DBV

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Gupta Wealth Management's DBV Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco DB G10 Currency Harvest Fund (DBV) in Q4 2015, closing a stake of 400 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in DBV in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 26 funds tracked by Wall St. Rank hold DBV as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco DB G10 Currency Harvest Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 400 Invesco DB G10 Currency Harvest Fund shares in Q4 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in Invesco DB G10 Currency Harvest Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco DB G10 Currency Harvest Fund position peaked at $9K in Q3 2015.
  • 26 funds tracked by Wall St. Rank held Invesco DB G10 Currency Harvest Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.